Ameliora Wealth Management Ltd. Invests $1.59 Million in SoFi Technologies, Inc. $SOFI

Ameliora Wealth Management Ltd. acquired a new position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 100,000 shares of the company’s stock, valued at approximately $1,588,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Valley Wealth Managers Inc. acquired a new stake in SoFi Technologies in the 4th quarter valued at approximately $25,000. Vermillion Wealth Management Inc. lifted its holdings in shares of SoFi Technologies by 283.1% during the fourth quarter. Vermillion Wealth Management Inc. now owns 1,000 shares of the company’s stock worth $26,000 after buying an additional 739 shares during the last quarter. Blue Trust Inc. boosted its position in shares of SoFi Technologies by 655.2% in the fourth quarter. Blue Trust Inc. now owns 1,012 shares of the company’s stock valued at $26,000 after acquiring an additional 878 shares during the period. Reflection Asset Management bought a new stake in shares of SoFi Technologies in the fourth quarter valued at approximately $28,000. Finally, Central Pacific Bank Trust Division acquired a new stake in shares of SoFi Technologies in the fourth quarter worth $28,000. Institutional investors own 38.43% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the stock. Morgan Stanley set a $16.00 target price on shares of SoFi Technologies in a research report on Thursday, April 30th. Wells Fargo & Company decreased their price target on shares of SoFi Technologies from $19.00 to $18.00 and set an “equal weight” rating on the stock in a research report on Thursday, April 9th. Citigroup dropped their price objective on shares of SoFi Technologies from $37.00 to $30.00 and set a “buy” rating on the stock in a report on Monday, May 4th. Truist Financial cut their price objective on shares of SoFi Technologies from $20.00 to $17.00 and set a “hold” rating for the company in a research report on Tuesday, May 12th. Finally, Argus began coverage on shares of SoFi Technologies in a research note on Wednesday, April 15th. They issued a “hold” rating for the company. Seven equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $22.56.

Insider Activity at SoFi Technologies

In related news, CEO Anthony Noto purchased 15,545 shares of the stock in a transaction on Monday, May 11th. The shares were purchased at an average cost of $16.00 per share, for a total transaction of $248,720.00. Following the completion of the transaction, the chief executive officer directly owned 11,946,619 shares of the company’s stock, valued at approximately $191,145,904. The trade was a 0.13% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CTO Jeremy Rishel sold 102,123 shares of the stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $17.78, for a total value of $1,815,746.94. Following the transaction, the chief technology officer owned 895,089 shares of the company’s stock, valued at $15,914,682.42. This represents a 10.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 134,044 shares of company stock valued at $2,370,056 in the last 90 days. 2.50% of the stock is owned by corporate insiders.

SoFi Technologies Stock Up 1.7%

Shares of SOFI opened at $18.19 on Tuesday. The stock has a market cap of $23.33 billion, a price-to-earnings ratio of 41.34 and a beta of 2.14. The company has a quick ratio of 0.13, a current ratio of 0.75 and a debt-to-equity ratio of 0.17. SoFi Technologies, Inc. has a 12 month low of $14.92 and a 12 month high of $32.73. The company has a 50-day moving average price of $16.96 and a two-hundred day moving average price of $19.97.

SoFi Technologies (NASDAQ:SOFI) last released its quarterly earnings data on Wednesday, April 29th. The company reported $0.12 earnings per share for the quarter, meeting the consensus estimate of $0.12. SoFi Technologies had a return on equity of 6.25% and a net margin of 14.65%.The company had revenue of $1.09 billion for the quarter, compared to analyst estimates of $1.05 billion. During the same period in the prior year, the company posted $0.06 EPS. The company’s revenue was up 42.6% compared to the same quarter last year. SoFi Technologies has set its FY 2026 guidance at 0.600- EPS. Equities analysts predict that SoFi Technologies, Inc. will post 0.59 EPS for the current fiscal year.

Trending Headlines about SoFi Technologies

Here are the key news stories impacting SoFi Technologies this week:

• Positive Sentiment: SoFi may have already met the requirements for inclusion in the S&P 500, and some investors are speculating that index entry could come as early as September. That could be a meaningful tailwind because added demand from index funds often supports a stock’s share price. Article Title
• Positive Sentiment: Analyst commentary highlighted SoFi’s expanding margins, rapid member growth, and strong cross-selling across its digital banking platform. The company’s Q1 results showed revenue up 41% year over year to about $1.1 billion and net margin near 15%, reinforcing the bullish case. Article Title
• Positive Sentiment: SoFi’s latest AI-related product innovation is being viewed as another growth driver that could improve customer service and deepen user engagement, supporting the long-term growth story. Article Title
• Neutral Sentiment: Coverage comparing SoFi with Dave noted that SoFi still faces refinancing-related headwinds, even as it continues to add members and products. This is more of a valuation and competitive debate than a clear near-term catalyst. Article Title
• Neutral Sentiment: Another market recap simply noted that SOFI outperformed the broader market in the latest session, reflecting continued trading interest rather than a specific new development. Article Title

SoFi Technologies Profile

SoFi Technologies, Inc (NASDAQ: SOFI) is a diversified financial services company that provides consumer-focused lending, banking, investing and financial technology products. The company’s core offerings include student loan refinancing and private student loans, personal loans, mortgage lending, and credit card products. In addition to credit and lending, SoFi operates consumer-facing deposit and cash management accounts, an investing and trading platform, and an insurance marketplace through partner relationships, all designed to serve individuals seeking an integrated digital financial experience.

SoFi has grown beyond direct-to-consumer lending by building technology and infrastructure capabilities.